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Rosa & Roubini Associates

118 Pall Mall London SW1Y 5ED | +44(0)207 1010 718

  • Home
  • Online Store
  • Research
  • Advisory
  • FIN-TECH
  • Team
  • About
  • CORPORATE SOLUTIONS
  • Covid vs GFC
  • Videos
  • Contact
  • Manas Chawla

Independent Research

Disruptive Ideas

Disruptive Ideas

Disruptive Ideas

Occasional papers with thought-provoking insights, challenging consensus views

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Policy Compass

Disruptive Ideas

Disruptive Ideas

Follow history in the making, with consistently updated views on global policy developments

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Monetary Affairs

Disruptive Ideas

Monetary Affairs

Our take on the actions and decisions of global central banks


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Travel Notes

Macro Picture

Monetary Affairs

Reports on our trips around the world. A deep dive into domestic and international affairs

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Market Views

Macro Picture

Macro Picture

Market and asset allocation implications of our macroeconomic, geopolitical and policy views

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Macro Picture

Macro Picture

Macro Picture

Our assessment, via our heuristic approach, of major economic, political and financial events

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RESEARCH BY REGION - COUNTRY - THEME

research by region
research by country
research by theme

RECENT PUBLICATIONS

Review: In a Split Decision, The BOE Pauses After the Lower Inflation Data

Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023

Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023

by Brunello Rosa and Nato Balavadze


21 September 2023

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Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023

Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023

Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023

by Brunello Rosa and Nato Balavadze


20 September 2023

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Preview: Fed To Skip The September Hike, But May Hike Again This Year

Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023

Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

19 September 2023

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Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data

Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data

Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data

by Brunello Rosa and Nato Balavadze


18 September 2023

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Review: ECB Hikes Rates and Hints at the Peak of The Tightening Cycle

Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data

Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision

by Brunello Rosa and Nato Balavadze


14 September 2023

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Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision

Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data

Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

11 September 2023

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Central Banking in BRICS: Post-Pandemic Landscape And Next Likely Moves

Central Banking in BRICS: Post-Pandemic Landscape And Next Likely Moves

Central Banking in BRICS: Post-Pandemic Landscape And Next Likely Moves

by Ridipt Singh


8 September 2023

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The Qatari Bridge Between the U.S. and Iran

Central Banking in BRICS: Post-Pandemic Landscape And Next Likely Moves

Central Banking in BRICS: Post-Pandemic Landscape And Next Likely Moves

by Gulf State Analytics

6 September 2023

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The Russia-Belarus Union State and the Relevance of the Suwalki Gap

Central Banking in BRICS: Post-Pandemic Landscape And Next Likely Moves

The Russia-Belarus Union State and the Relevance of the Suwalki Gap

by London Politica

5 September 2023

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The Russian Power Structure’s “Clean-Up” Operation

Inflation Continues To Fall in Both Developed and Emerging Markets

The Russia-Belarus Union State and the Relevance of the Suwalki Gap

by Marco Lucchin

30 August 2023

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Inflation Continues To Fall in Both Developed and Emerging Markets

Inflation Continues To Fall in Both Developed and Emerging Markets

Inflation Continues To Fall in Both Developed and Emerging Markets

by London Politica

24 August 2023

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July - August 2023

Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets

Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets

Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets

by London Politica

22 August 2023

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Putin’s Charm Offensive in the Sahel

Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets

Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets

by Billy Buddel

17 August 2023

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Coup d’État in Niger: The Military and ECOWAS’s Role As Contributing Factors?

Deep Down, But Not Out: An Overview of Growth in Developed and Emerging Markets

Coup d’État in Niger: The Military and ECOWAS’s Role As Contributing Factors?

by Marina Tovar I Velasco

9 August 2023

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The Future of Energy Diplomacy Between Iran, Kuwait, and Saudi Arabia

Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets

Coup d’État in Niger: The Military and ECOWAS’s Role As Contributing Factors?

by Gulf State Analytics

8 August 2023

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Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising

Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets

Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets

by Brunello Rosa and Nato Balavadze

3 August 2023

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Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets

Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets

Elections in 2024: The Year That Can Change The World’s Fate: Part 2 – Emerging Markets

by London Politica

2 August 2023

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Snap Elections in Spain: Commentary, Analysis, and Implications

Review: BOJ To Conduct Yield Curve Control With Greater Flexibility

Snap Elections in Spain: Commentary, Analysis, and Implications

by Ruy Scalamandré

1 August 2023

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Flash Preview: BoE To Continue Its Tightening Policy In July

Review: BOJ To Conduct Yield Curve Control With Greater Flexibility

Snap Elections in Spain: Commentary, Analysis, and Implications

by Brunello Rosa and Nato Balavadze

28 July 2023

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Review: BOJ To Conduct Yield Curve Control With Greater Flexibility

Review: BOJ To Conduct Yield Curve Control With Greater Flexibility

Review: BOJ To Conduct Yield Curve Control With Greater Flexibility

by Brunello Rosa and Nato Balavadze

28 July 2023

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Review: ECB Hikes Rates and Moves to Fully Data-Dependent Mode

Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting

Review: BOJ To Conduct Yield Curve Control With Greater Flexibility

by Brunello Rosa and Nato Balavadze

27 July 2023

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Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting

Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting

Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting

by Brunello Rosa and Nato Balavadze

26 July 2023

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Preview: BOJ Most Likely To Stay Put In July

Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting

Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

25 July 2023

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June - July 2023

Preview: Fed To Hike in July But Not Decided If That Is The Last Hike

ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent

ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

24 July 2023

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ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent

ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent

ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

24 July 2023

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Elections in 2024: The Year That Can Change The World’s Fate (Part 1 – Developed Economies)

ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent

Elections in 2024: The Year That Can Change The World’s Fate (Part 1 – Developed Economies)

by London Politica


19 July 2023

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The Wagner Coup: What Happened And What To Expect Soon?

2024 Elections In India: Will Modi’s Popularity Overpass The Opposition Coalition?

Elections in 2024: The Year That Can Change The World’s Fate (Part 1 – Developed Economies)

by London Politica


13 July 2023

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The Impact of Prigozhin’s Armed Rebellion On the Stability of Putin’s Regime

2024 Elections In India: Will Modi’s Popularity Overpass The Opposition Coalition?

2024 Elections In India: Will Modi’s Popularity Overpass The Opposition Coalition?

by Marco Lucchin


11 July 2023

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2024 Elections In India: Will Modi’s Popularity Overpass The Opposition Coalition?

2024 Elections In India: Will Modi’s Popularity Overpass The Opposition Coalition?

2024 Elections In India: Will Modi’s Popularity Overpass The Opposition Coalition?

by London Politica


6 July 2023

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Main Outcomes of Mohammed bin Salman’s Latest Visit to Paris

Main Outcomes of Mohammed bin Salman’s Latest Visit to Paris

Main Outcomes of Mohammed bin Salman’s Latest Visit to Paris

by Gulf State Analytics


5 July 2023

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Key Takeaways from London’s Conference On Ukraine’s Recovery

Main Outcomes of Mohammed bin Salman’s Latest Visit to Paris

Main Outcomes of Mohammed bin Salman’s Latest Visit to Paris

by London Politica


4 July 2023

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Central Banks Between Delusions And Certainties

Main Outcomes of Mohammed bin Salman’s Latest Visit to Paris

Key Takeaways from Antony Blinken’s Visit to China

by Filippo Ramigni


27 June 2023

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Key Takeaways from Antony Blinken’s Visit to China

Review: BOE Increases Rates More Than Expected After The Inflation Surprise

Key Takeaways from Antony Blinken’s Visit to China

by London Politica


23 June 2023

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Review: BOE Increases Rates More Than Expected After The Inflation Surprise

Review: BOE Increases Rates More Than Expected After The Inflation Surprise

Review: BOE Increases Rates More Than Expected After The Inflation Surprise

by Brunello Rosa and Nato Balavadze


22 June 2023

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Travel Notes Germany: A Resilient Economy Despite the Technical Recession

Review: BOE Increases Rates More Than Expected After The Inflation Surprise

Review: BOE Increases Rates More Than Expected After The Inflation Surprise

By Brunello Rosa and Nouriel Roubini


20 June 2023

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May - June 2023

Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet

Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet

Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet

By Brunello Rosa and Nato Balavadze


16 June 2023

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Review: ECB Increases Rates in June, And Hints At July’s, And Possibly Further, Hikes

Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet

Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet

By Brunello Rosa and Nato Balavadze


15 June 2023

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Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting

Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet

Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting

By Brunello Rosa and Nato Balavadze


14 June 2023

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Will Central Bankers Also Use Artificial Intelligence?

Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July

Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting

by Filippo Ramigni


13 June 2023

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Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July

Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July

Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July

By Brunello Rosa, Nouriel Roubini and Nato Balavadze

12 June 2023

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Preview: Fed To Deliver a Hawkish Pause in June

Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July

Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

12 June 2023

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Spanish Elections: Uncertainty and Polarization

Erdogan’s Next Term: Unpacking Turkey’s Elections and the Future of Turkish Politics

Assad’s Visit to Jeddah Marks The Return Of Syria To The Arab League

by London Politica


7 June 2023

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Assad’s Visit to Jeddah Marks The Return Of Syria To The Arab League

Erdogan’s Next Term: Unpacking Turkey’s Elections and the Future of Turkish Politics

Assad’s Visit to Jeddah Marks The Return Of Syria To The Arab League

by Gulf State Analytics

2 June 2023

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Erdogan’s Next Term: Unpacking Turkey’s Elections and the Future of Turkish Politics

Erdogan’s Next Term: Unpacking Turkey’s Elections and the Future of Turkish Politics

US Presidential Election: The Influence of Trump and the Strength of the Political Parties

by London Politica

31 May 2023

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US Presidential Election: The Influence of Trump and the Strength of the Political Parties

US Presidential Election: The Influence of Trump and the Strength of the Political Parties

US Presidential Election: The Influence of Trump and the Strength of the Political Parties

by London Politica

25 May 2023

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The “West” - China Decoupling: The Current State of Affairs

US Presidential Election: The Influence of Trump and the Strength of the Political Parties

The “West” - China Decoupling: The Current State of Affairs

by London Politica

18 May 2023

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US, China, and the Resurgence of Middle East Politics

US Presidential Election: The Influence of Trump and the Strength of the Political Parties

The “West” - China Decoupling: The Current State of Affairs

by Mirko Giordani

17 May 2023

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MAy 2023

The Complicated Post-Inflation Environment For Markets And Central Banks

The Complicated Post-Inflation Environment For Markets And Central Banks

The Complicated Post-Inflation Environment For Markets And Central Banks

by Filippo Ramigni


16 May 2023

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Sudan Civil War: Causes And Geopolitical Implications

The Complicated Post-Inflation Environment For Markets And Central Banks

The Complicated Post-Inflation Environment For Markets And Central Banks

by London Politica


12 May 2023

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Flash Review: BOE Hikes Rates by 25bps and Maintains a Hawkish Bias

The Complicated Post-Inflation Environment For Markets And Central Banks

Flash Review: BOE Hikes Rates by 25bps and Maintains a Hawkish Bias

by Brunello Rosa and Nato Balavadze


11 May 2023

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Mounting Tensions in Tunisia

The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac

Flash Review: BOE Hikes Rates by 25bps and Maintains a Hawkish Bias

by London Politica


11 May 2023

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Major Changes in Saudi Arabia’s Foreign Policy

The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac

The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac

by Gulf State Analytics


10 May 2023

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The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac

The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac

The UK’s Shifting Political Landscape: British Local Elections, Inflation and Its Political Impac

by London Politica


9 May 2023

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BoE To Increase Rates In May And Signal that Further Hikes May be Needed To Tame Inflation

The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias

“Non-Pausing” ECB Increases Rates, Signals Further Hikes and Will Stop APP Re-investment in July

by Brunello Rosa and Nato Balavadze


5 May 2023

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“Non-Pausing” ECB Increases Rates, Signals Further Hikes and Will Stop APP Re-investment in July

The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias

“Non-Pausing” ECB Increases Rates, Signals Further Hikes and Will Stop APP Re-investment in July

by Brunello Rosa and Nato Balavadze


4 May 2023

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The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias

The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias

The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias

by Brunello Rosa and Nato Balavadze


3 May 2023

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The Fed Between Expected Recession And Banking Crisis

Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause

The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias

by Filippo Ramigni


2 May 2023

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Preview: ECB To Increase Rates By 25bps in May and Remain Hawkish

Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause

Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

2 May 2023

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Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause

Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause

Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

1 May 2023

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March - April 2023

Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections

Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections

Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections

by London Politica

27 April 2023

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The AUKUS Alliance and Its Implications For the Indo-Pacific

Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections

Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections

by London Politica

19 April 2023

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Market Expectations vs Fed Reality

Looming Instability for Turkish Politics: An Explainer on the Upcoming Turkish Elections

The Evolving Dimensions of Japan’s Indo-Pacific Strategy

by Filippo Ramigni
18 April 2023

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The Evolving Dimensions of Japan’s Indo-Pacific Strategy

Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel

The Evolving Dimensions of Japan’s Indo-Pacific Strategy

by Mirko Giordani

13 April 2023

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Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel

Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel

Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel

by London Politica

12 April 2023

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The Saudi-Iranian Diplomatic Deal and Intra-GCC Relations

Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel

Israeli Democracy and Security at Risk? A Briefer on Recent Developments in Israel

by Gulf State Analytics

6 April 2023

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Evasion Tactics: How Russia Is Using Other Countries To Circumvent U.S. Sanctions

War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2

Evasion Tactics: How Russia Is Using Other Countries To Circumvent U.S. Sanctions

by London Politica

5 April 2023

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OPEC’s Oil Production Cut Further Complicates Central Banks’ Job

War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2

Evasion Tactics: How Russia Is Using Other Countries To Circumvent U.S. Sanctions

by Filippo Ramigni
4 April 2023

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War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2

War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2

War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2

by Marco Lucchin and Brunello Rosa

30 March 2023

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A Summary and Analysis of China’s ‘Two Sessions’

Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation

War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2

by London Politica

29 March 2023

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Georgia’s Fighting Not To Follow Ukraine’s Faith

Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation

Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation

by Nato Balavadze

28 March 2023

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Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation

Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation

Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation

by Brunello Rosa and Nato Balavadze


23 March 2023

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March 2023

Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023

Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023

Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023

by Brunello Rosa and Nato Balavadze


22 March 2023

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Biden’s Private Meeting with Scholz: An Effort to Strengthen the Partnership?

Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023

Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023

by London Politica


22 March 2023

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Banking Crisis Amplified Fed’s Dilemma

Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023

Preview: Fed Likely To Increase Rates by 25bps, In Spite of Financial Stability Risks

by Filippo Ramigni


21 March 2023

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Preview: Fed Likely To Increase Rates by 25bps, In Spite of Financial Stability Risks

ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”

Preview: Fed Likely To Increase Rates by 25bps, In Spite of Financial Stability Risks

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

20 March 2023

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In a Finely Balanced Decision, We Expect The BoE To Raise Rates In March

ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”

ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”

by Brunello Rosa and Nato Balavadze


17 March 2023

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ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”

ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”

ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”

by Brunello Rosa and Nato Balavadze


16 March 2023

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ECB Preview Update: Uncertainty On ECB Decision Increases

ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions

ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions

by Brunello Rosa and Nouriel Roubini 


14 March 2023

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ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions

ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions

ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

13 March 2023

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The UK-EU Windsor Framework: A New Deal for Northern Ireland

ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions

The UK-EU Windsor Framework: A New Deal for Northern Ireland


by London Politica

10 March 2023

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The Munich Security Conference and Wang Yi’s European Tour

The Munich Security Conference and Wang Yi’s European Tour

The UK-EU Windsor Framework: A New Deal for Northern Ireland


by London Politica

7 March 2023

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To Be Or Not To Be (In a Recession)? That Is The Question

The Munich Security Conference and Wang Yi’s European Tour

To Be Or Not To Be (In a Recession)? That Is The Question

by Filippo Ramigni
7 March 2023

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Syria’s Post-Earthquake Diplomatic Standing In The Gulf

The Munich Security Conference and Wang Yi’s European Tour

To Be Or Not To Be (In a Recession)? That Is The Question

by Gulf State Analytics

2 March 2023

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February 2023

Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?

Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?

Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?

by London Politica


23 February 2023

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Travel Notes Italy: Navigating Between Macroeconomic Resilience and Geopolitical Tensions

Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?

Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?

by Brunello Rosa


22 February 2023

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When The Going Gets Tough, The Tough Get Going

Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?

De-Dollarisation and New Global Supply Chains: An Assessment

by Filippo Ramigni


21 February 2023

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De-Dollarisation and New Global Supply Chains: An Assessment

Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations

De-Dollarisation and New Global Supply Chains: An Assessment

by Mirko Giordani


16 February 2022

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Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations

Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations

Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations

by Gulf State Analytics


15 February 2023

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China-Taiwan-US Relations and Their Regional Implications

Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations

Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations

by Mirko Giordani


14 February 2022

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The Challenging Political Environment of Brazil After the Failed Coup

The Challenging Political Environment of Brazil After the Failed Coup

The Challenging Political Environment of Brazil After the Failed Coup

by London Politica


9 February 2023

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The Growth of Sino-Saudi Relations in a More Multipolar World

The Challenging Political Environment of Brazil After the Failed Coup

The Challenging Political Environment of Brazil After the Failed Coup

by Giorgio Cafiero


8 February 2022

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Market Views: The Strange Case of Dr. Jekyll and Mr. Powell

The Challenging Political Environment of Brazil After the Failed Coup

Review: ECB Hikes Rates In February and Signals a 50bps Increase in March But The Market Rallies

by Filippo Ramigni


7 February 2023

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Review: ECB Hikes Rates In February and Signals a 50bps Increase in March But The Market Rallies

Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight

Review: ECB Hikes Rates In February and Signals a 50bps Increase in March But The Market Rallies

by Brunello Rosa and Nato Balavadze


2 February 2023

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Flash Review: BOE Increase Rates Again, But Signal A Potential End To Its Tightening Cycle

Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight

Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight

by Brunello Rosa and Nato Balavadze


2 February 2023

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Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight

Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight

Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight

by Brunello Rosa and Nato Balavadze


1 February 2023

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January 2023

Market Views: The Markets’ Big Gamble Of 2023

Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes

Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes

by Filippo Ramigni


31 January 2023

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Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes

Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes

Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

30 January 2023

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Preview: ECB To Enter Into Persistent Tightening Territory in February

Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes

Preview: ECB To Enter Into Persistent Tightening Territory in February

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

30 January 2023

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Flash Preview: BoE To Deliver a 50bps Rate Increase in February

An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections

Preview: ECB To Enter Into Persistent Tightening Territory in February

by Brunello Rosa and Nato Balavadze


27 January 2023

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Top 3 Overlooked Political Risks For 2023

An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections

An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections

by London Politica


25 January 2023

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An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections

An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections

An Outlook On 2023’s Key Elections : What We Know So Far On This Year’s Most Significant Elections

by London Politica


20 January 2023

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Flash Review: BOJ Surprised The Market Again, And Left Its Policy Unchanged In January

Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms

Flash Review: BOJ Surprised The Market Again, And Left Its Policy Unchanged In January

by Brunello Rosa and Nato Balavadze


18 January 2023

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Market Views: Positive Start Of The Year, With Good News From China And Europe

Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms

Flash Review: BOJ Surprised The Market Again, And Left Its Policy Unchanged In January

by Filippo Ramigni


17 January 2023

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Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms

Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms

Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

16 January 2023

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The World Cup And A Rising Gulf

The World Cup And A Rising Gulf

Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms

by Gulf State Analytics


11 January 2023

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Policy Compass: Covid In China

The World Cup And A Rising Gulf

Policy Compass: Covid In China

by London Politica


5 January 2023

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The Age of Megathreats

The World Cup And A Rising Gulf

Policy Compass: Covid In China

by Nouriel Roubini


4 January 2023

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DECEMBER 2022

Market Views: Investors Hope For An “Ordinary” 2023

Market Views: Investors Hope For An “Ordinary” 2023

Market Views: Investors Hope For An “Ordinary” 2023

by Filippo Ramigni


30 December 2022

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Argentina: Political Crisis, Economic Uncertainty

Market Views: Investors Hope For An “Ordinary” 2023

Market Views: Investors Hope For An “Ordinary” 2023

by London Politica


29 December 2022

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Global Outlook 2023: A Year Of Stagflation

Market Views: Investors Hope For An “Ordinary” 2023

The Ukraine War Requires Israel to Strike a Challenging Balance

by Nouriel Roubini, Brunello Rosa and Nato Balavadze
23 December 2022

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The Ukraine War Requires Israel to Strike a Challenging Balance

Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027

The Ukraine War Requires Israel to Strike a Challenging Balance

by Giorgio Cafiero


22 December 2022

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Market Views: Central Bank Communications Drives Markets Down

Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027

Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027

by Filippo Ramigni


20 December 2022

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Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027

Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027

Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027

by Brunello Rosa and Nouriel Roubini


19 December 2022

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Review: Norges Bank and SNB Are Approaching The End of Their Tightening Cycles

Flash Review: The BOE Increase Bank Rate by 50bps, With A Dovish Three-Way MPC Split

Review: ECB Reduces The Pace of Rate Increases, But Announces Early Beginning of QT

by Brunello Rosa 


15 December 2022

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Review: ECB Reduces The Pace of Rate Increases, But Announces Early Beginning of QT

Flash Review: The BOE Increase Bank Rate by 50bps, With A Dovish Three-Way MPC Split

Review: ECB Reduces The Pace of Rate Increases, But Announces Early Beginning of QT

by Brunello Rosa and Nato Balavadze


15 December 2022

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Flash Review: The BOE Increase Bank Rate by 50bps, With A Dovish Three-Way MPC Split

Flash Review: The BOE Increase Bank Rate by 50bps, With A Dovish Three-Way MPC Split

Flash Review: Fed Reduces The Pace of Rate Hikes, But Policy Is Yet “Not Restrictive Enough”

by Brunello Rosa and Nato Balavadze


15 December 2022

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Flash Review: Fed Reduces The Pace of Rate Hikes, But Policy Is Yet “Not Restrictive Enough”

Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle

Flash Review: Fed Reduces The Pace of Rate Hikes, But Policy Is Yet “Not Restrictive Enough”

by Brunello Rosa and Nato Balavadze


14 December 2022

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Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle

Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle

Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

13 December 2022

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Market Views: Showdown for Central Banks

Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle

Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle

by Filippo Ramigni 


13 December 2022

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november - december 2022

Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession

Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession

Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession

by Brunello Rosa and Nato Balavadze


12 December 2022

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Preview: Fed To Slow Down The Pace Of Rate Hikes But To Signal A Higher Peak

Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession

Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

12 December 2022

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Iran Feels Domestic Protests Are Fomented By Foreign Media Outlets

Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession

Iran Feels Domestic Protests Are Fomented By Foreign Media Outlets

by Gulf State Analytics


9 December 2022

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Market Views: Wishing For a Dove Over The Fed’s Christmas Tree

Travel Notes: Meloni’s Prudent Approach Keeps Italy Out Of The Radar Screen

Iran Feels Domestic Protests Are Fomented By Foreign Media Outlets

by Filippo Ramigni

6 December 2022

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Travel Notes: Meloni’s Prudent Approach Keeps Italy Out Of The Radar Screen

Travel Notes: Meloni’s Prudent Approach Keeps Italy Out Of The Radar Screen

Travel Notes: Meloni’s Prudent Approach Keeps Italy Out Of The Radar Screen

by Brunello Rosa

2 December 2022

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G20: Takeaways From a Crisis-Ridden Summit

Travel Notes: Meloni’s Prudent Approach Keeps Italy Out Of The Radar Screen

Travel Notes: Meloni’s Prudent Approach Keeps Italy Out Of The Radar Screen

by London Politica

30 November 2022

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Market Views: Markets Dream Jerome Powell Acting as Santa Claus

Market Views: Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peak

Market Views: Markets Dream Jerome Powell Acting as Santa Claus

by Filippo Ramigni

29 November 2022

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Olaf Scholz’s Visit to Beijing Risks Dividing The Western Front

Market Views: Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peak

Market Views: Markets Dream Jerome Powell Acting as Santa Claus

by London Politica

23 November 2022

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Market Views: Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peak

Market Views: Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peak

Market Views: Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peak

by Filippo Ramigni

22 November 2022

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Market Views: Tech Stocks Correct After Reaching “Maturity” Stage

Destined To Choose Between US and China: India’s Military Reform and its Geopolitical Consequences

Market Views: Central Banks To Remain Focused on Their Tightening Cycles, In Spite of Inflation Peak

by Filippo Ramigni

15 November 2022

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Destined To Choose Between US and China: India’s Military Reform and its Geopolitical Consequences

Destined To Choose Between US and China: India’s Military Reform and its Geopolitical Consequences

Destined To Choose Between US and China: India’s Military Reform and its Geopolitical Consequences

by London Politica

11 November 2022

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U.S. - Saudi Relations At A Low Point Following OPEC+ Decisions On Oil Production

Destined To Choose Between US and China: India’s Military Reform and its Geopolitical Consequences

Destined To Choose Between US and China: India’s Military Reform and its Geopolitical Consequences

by Gulf State Analytics

10 November 2022

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october - november 2022

Market Views: The Revenge Of The “Old Economy”

Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK

Russian Economy: An Economic Shock From Which It Will Be Hard to Recover

by Filippo Ramigni


8 November 2022

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Russian Economy: An Economic Shock From Which It Will Be Hard to Recover

Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK

Russian Economy: An Economic Shock From Which It Will Be Hard to Recover

by London Politica


4 November 2022

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Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK

Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK

After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening

by Brunello Rosa and Nato Balavadze


3 November 2022

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After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening

After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening

After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening

by Brunello Rosa and Nato Balavadze


2 November 2022

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Flash Preview: BoE To Increase Rates by (At Least) 75bps in November

After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening

Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

2 November 2022

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Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes

After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening

Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

1 November 2022

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Review: ECB Delivers Another Jumbo Rate Hike, And Promises More Tightening Ahead

The “New Space” Economy: A Politically Turbulent Ride Towards A Lucrative Horizon

The “New Space” Economy: A Politically Turbulent Ride Towards A Lucrative Horizon

by Brunello Rosa and Nato Balavadze

27 October 2022

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The “New Space” Economy: A Politically Turbulent Ride Towards A Lucrative Horizon

The “New Space” Economy: A Politically Turbulent Ride Towards A Lucrative Horizon

The “New Space” Economy: A Politically Turbulent Ride Towards A Lucrative Horizon

by London Politica

26 October 2022

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Central Banks Try To Chase Inflation Without Sinking The Real Economy

The “New Space” Economy: A Politically Turbulent Ride Towards A Lucrative Horizon

Central Banks Try To Chase Inflation Without Sinking The Real Economy

by Filippo Ramigni

25 October 2022

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ECB Preview: Another Jumbo Rate Hike Is On The Table for October

ECB Preview: Another Jumbo Rate Hike Is On The Table for October

Central Banks Try To Chase Inflation Without Sinking The Real Economy

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

24 October 2022

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Brazil on the Edge of Democracy

ECB Preview: Another Jumbo Rate Hike Is On The Table for October

The Bumpy Road Out of QE for the US, the UK and The World Economy

by London Politica

19 October 2022

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The Bumpy Road Out of QE for the US, the UK and The World Economy

ECB Preview: Another Jumbo Rate Hike Is On The Table for October

The Bumpy Road Out of QE for the US, the UK and The World Economy

by Filippo Ramigni

18 October 2022

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october - september 2022

Xi Jinping To Increase His Grip On the Chinese Communist Party

Xi Jinping To Increase His Grip On the Chinese Communist Party

Xi Jinping To Increase His Grip On the Chinese Communist Party

by London Politica

12 October 2022

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The “Wind Of Change” Leaves Investors Puzzled

Xi Jinping To Increase His Grip On the Chinese Communist Party

Xi Jinping To Increase His Grip On the Chinese Communist Party

by Filippo Ramigni

11 October 2022

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Balancing Economic Promotion and Cultural Challenges in the GCC

Xi Jinping To Increase His Grip On the Chinese Communist Party

Ukraine-Russia Conflict: How Cyberwarfare Is Used Alongside Conventional Weapons

by Gulf State Analytics

6 October 2022

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Ukraine-Russia Conflict: How Cyberwarfare Is Used Alongside Conventional Weapons

As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability

Ukraine-Russia Conflict: How Cyberwarfare Is Used Alongside Conventional Weapons

by London Politica

5 October 2022

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As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability

As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability

As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability

by Filippo Ramigni

4 October 2022

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Saudi Arabia’s Re-Gains Centre Stage in a More Multipolar World

As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability

As the Fed Tightens Monetary Policy, It Needs to Balance Price Stability and Financial Stability

by Giorgio Cafiero

29 September 2022

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Market Views: “King” Dollar Dominates Market Dynamics

Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity

With The Far-Right Victory, Italy is About To Do Yet Another Political Experiment

by Filippo Ramigni

27 September 2022

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With The Far-Right Victory, Italy is About To Do Yet Another Political Experiment

Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity

With The Far-Right Victory, Italy is About To Do Yet Another Political Experiment

by Brunello Rosa and Nouriel Roubini

23 September 2022

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Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity

Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity

Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity

by Brunello Rosa and Nato Balavadze

22 September 2022

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Flash Review: Fed Raises Rates by 75bps, But Announces Slower Hiking Pace Ahead

Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022

Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity

by Brunello Rosa and Nato Balavadze

21 September 2022

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Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022

Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022

Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022

by Nouriel Roubini, Brunello Rosa 

and Nato Balavadze

20 September 2022

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Market Views: Federal Reserve and Bank of England in Focus This Week

Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022

Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022

by Filippo Ramigni


20 September 2022

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august - september 2022

A New Reliance? A Proposed Gas Pipeline And The Complicated Picture Of European Energy Security

A New Reliance? A Proposed Gas Pipeline And The Complicated Picture Of European Energy Security

A New Reliance? A Proposed Gas Pipeline And The Complicated Picture Of European Energy Security

by London Politica


14 September 2022

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Market Views: ECB’s Tough Stance On Inflation May Have Arrived Too Late

A New Reliance? A Proposed Gas Pipeline And The Complicated Picture Of European Energy Security

A New Reliance? A Proposed Gas Pipeline And The Complicated Picture Of European Energy Security

by Filippo Ramigni


13 September 2022

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Flash Preview: BoE to Increase Rates by 50bps Again In September

A New Reliance? A Proposed Gas Pipeline And The Complicated Picture Of European Energy Security

Market Views: The German Crisis Epitomises The Economic Impact of the New World Order

by Brunello Rosa and Nato Balavadze


9 September 2022

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Market Views: The German Crisis Epitomises The Economic Impact of the New World Order

Market Views: The German Crisis Epitomises The Economic Impact of the New World Order

Market Views: The German Crisis Epitomises The Economic Impact of the New World Order

by Filippo Ramigni


9 September 2022

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Flash Review: ECB Increases Its Policy Rates by 75bps And Aims at “Neutral Rate”

Market Views: The German Crisis Epitomises The Economic Impact of the New World Order

Flash Review: ECB Increases Its Policy Rates by 75bps And Aims at “Neutral Rate”

by Brunello Rosa and Nato Balavadze


8 September 2022

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Preview: ECB to Increase Rates by At Least 50bps in September

Market Views: The German Crisis Epitomises The Economic Impact of the New World Order

Flash Review: ECB Increases Its Policy Rates by 75bps And Aims at “Neutral Rate”

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

6 September 2022

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Qatar Prepares for a Historic World Cup

Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation

Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation

by Gulf State Analytics


2 September 2022

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Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation

Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation

Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation

by Filippo Ramigni


23 August 2022

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Causes and Consequences of Nancy Pelosi’s Visit to Taiwan

Market Views: Restoring The Fed's Credibility Goes Hand In Hand With Fighting Inflation

Causes and Consequences of Nancy Pelosi’s Visit to Taiwan

by London Politica 


16 August 2022

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Market Views: Fed’s Reality Check Will Be In Autumn

BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession

Causes and Consequences of Nancy Pelosi’s Visit to Taiwan

by Filippo Ramigni


9 August 2022

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BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession

BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession

BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession

by Brunello Rosa and Nato Balavadze


4 August 2022

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Economic Saudi-Israeli Relations Are Headed Towards Normalization

BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession

BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession

by Gulf State Analytics


3 August 2022

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JUNE - july 2022

Flash Preview: BoE To Increase Bank Rate by 50bps in August

Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy

Flash Review: Fed Hikes Fed Funds by 75bps, But Ongoing Rate Increases Will be Data Dependent

by Brunello Rosa and Nato Balavadze


29 July 2022

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Flash Review: Fed Hikes Fed Funds by 75bps, But Ongoing Rate Increases Will be Data Dependent

Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy

Flash Review: Fed Hikes Fed Funds by 75bps, But Ongoing Rate Increases Will be Data Dependent

by Brunello Rosa and Nato Balavadze


27 July 2022

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Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy

Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy

Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

25 July 2022

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Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument

Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument

Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument

by Brunello Rosa and Nato Balavadze


21 July 2022

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ECB To Start Its Policy Rate Normalisation and Launch Its Anti-Fragmentation Facility in July

Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument

Bold and Intriguing Reforms in Post-Qaboos OmanBold and Intriguing Reforms in Post-Qaboos Oman

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

15 July 2022

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Bold and Intriguing Reforms in Post-Qaboos OmanBold and Intriguing Reforms in Post-Qaboos Oman

Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument

Bold and Intriguing Reforms in Post-Qaboos OmanBold and Intriguing Reforms in Post-Qaboos Oman

by Gulf State Analytics


7 July 2022

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Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets

Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets

Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets

by Brunello Rosa 


21 June 2022

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Flash Review: Bank of England Increases Rates by 25bps in June

Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets

Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets

by Brunello Rosa and Nato Balavadze


16 June 2022

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Flash Review: Fed Front-Loads Its Tightening Cycle With A 75bps Hike in June

Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets

Flash Review: Fed Front-Loads Its Tightening Cycle With A 75bps Hike in June

by Brunello Rosa and Nato Balavadze


15 June 2022

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Flash Preview Change: Fed To Increase Rates by 75bps in June and July

Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End

Flash Review: Fed Front-Loads Its Tightening Cycle With A 75bps Hike in June

by Nouriel Roubini 


14 June 2022

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Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End

Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End

Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

13 June 2022

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Flash Preview: Yet Another Rate Hike From the BoE In June

Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End

Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End

by Brunello Rosa and Nato Balavadze


10 June 2022

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APRIL - JUNE 2022

Deep Dive Into The Near-Term Future Part 2: Policy And Financial Markets

Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy

Flash Review: The ECB Signals The Beginning of Rate Normalisation in July

by Brunello Rosa


10 June 2022

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Flash Review: The ECB Signals The Beginning of Rate Normalisation in July

Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy

Flash Review: The ECB Signals The Beginning of Rate Normalisation in July

by Brunello Rosa and Nato Balavadze


9 June 2022

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Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy

Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy

Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy

by Brunello Rosa


8 June 2022

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Ukraine War To Impact Tourism in the GCC

Financial Warfare Against Russia: Stakes for Gulf Investors and Funds

Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy

by Gulf State Analytics


7 June 2022

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Flash Preview: ECB Prepares The Ground For The Rates Liftoff

Financial Warfare Against Russia: Stakes for Gulf Investors and Funds

Financial Warfare Against Russia: Stakes for Gulf Investors and Funds

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

2 June 2022

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Financial Warfare Against Russia: Stakes for Gulf Investors and Funds

Financial Warfare Against Russia: Stakes for Gulf Investors and Funds

Financial Warfare Against Russia: Stakes for Gulf Investors and Funds

by Gulf State Analytics


12 May 2022

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Flash Review: BOE Raises Rates and Begins The Process Of Asset Sales

Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead

Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead

by  Brunello Rosa and Nato Balavadze


5 May 2022

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Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead

Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead

Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead

by  Brunello Rosa and Nato Balavadze


4 May 2022

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Fed Preview: FOMC To Increase Rates by 50bps And Start QT In May

Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead

Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

2 May 2022

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Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation

Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation

Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation

by Brunello Rosa and Nato Balavadze


29 April 2022

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Flash Review: ECB Sees Higher Chance of Net Asset Purchases Ending in Q3

Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation

Flash Review: ECB Sees Higher Chance of Net Asset Purchases Ending in Q3

by Brunello Rosa and Nato Balavadze


14 April 2022

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Flash Preview: ECB Preparing The Ground For Policy Decisions In June

Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation

Flash Review: ECB Sees Higher Chance of Net Asset Purchases Ending in Q3

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

6 April 2022

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Research Archive (From June 2019)

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